Adding yourself to the Proof platform is a simple process.
When you have determined who the Administrator for your Law Firm is on the PROOF platform, they can add you to the existing firm. When the Administrator is logged in to the Proof platform and looking at your jobs dashboard, they will click on the Law Firm option in the dark blue ribbon to the left of the screen.
After selecting Firm Settings, they will be taken to the Settings page. On this page, they will see all users assigned to the firm, create special requirements that you expect to be fulfilled on every job, and set all of your firm's requested settings.
To Add a User, the Administrator will select the yellow button on the far right of their screen. A box will pop up with the required fields to complete to add the new user. Please add all users by this method; if users are added after the firm is created, this is the most efficient method.
Pro Tip: When New Users are created, they can be designated as an Administrator for your firm at the time of creation. If a person is designated as an Administrator, they can see every job for your firm on the platform, not only the ones they created but also all jobs created by any user in the firm.
The new user will receive a “Welcome” email from PROOF asking them to click a link to verify their account. The new user must verify their email address. When the verification is complete, the new user can create a password, log in, and begin using the PROOF platform.
Good Luck, and let us know if we can help!